Onyx Bridge Wealth Group’s Global X US Preferred ETF PFFD Stock Holding History

Onyx Bridge Wealth Group’s Portfolio PFFD Stock Details PFFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$192K	Sell	10,264 -93	-0.9%	-$1.75K	0.02%	365
2026 Q1	$191K	Buy	10,357 +148	+1%	+$2.83K	0.02%	350
2025 Q4	$193K	Sell	10,209 -20	-0.2%	-$382	0.02%	342
2025 Q3	$199K	Buy	10,229 +145	+1%	+$2.8K	0.02%	342
2025 Q2	$190K	Sell	10,084 -27	-0.3%	-$503	0.03%	292
2025 Q1	$193K	Buy	10,111 +89	+0.9%	+$1.75K	0.03%	270
2024 Q4	$196K	Buy	10,022 +140	+1%	+$2.85K	0.03%	265
2024 Q3	$205K	Sell	9,882 -987	-9%	-$19.9K	0.03%	258
2024 Q2	$214K	Sell	10,869 -1,561	-13%	-$30.6K	0.04%	241
2024 Q1	$241K	Sell	12,430 -4,056	-25%	-$80.9K	0.04%	220
2023 Q4	$320K	Sell	16,486 -480	-3%	-$8.93K	0.06%	186
2023 Q3	$319K	Buy	16,966 +204	+1%	+$3.9K	0.07%	168
2023 Q2	$325K	Buy	16,762 +183	+1%	+$3.55K	0.08%	169
2023 Q1	$329K	Buy	16,579 +114	+0.7%	+$2.35K	0.13%	118
2022 Q4	$337K	Buy	+16,465	New	+$329K	0.14%	111

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Onyx Bridge Wealth Group's PFFD Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its Global X US Preferred ETF (PFFD) stake by 0.9% in Q2 2026, selling an estimated $1.75K and leaving 10,264 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #365.

Onyx Bridge Wealth Group first reported a position in PFFD in Q4 2022 and has held it in 15 quarters since. The position peaked at $337K in Q4 2022. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Onyx Bridge Wealth Group held 10,264 shares of Global X US Preferred ETF worth $192K as of Q2 2026.
Onyx Bridge Wealth Group sold 93 Global X US Preferred ETF shares in Q2 2026, an estimated $1.75K.
Global X US Preferred ETF made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #365 holding.
Onyx Bridge Wealth Group first reported a position in Global X US Preferred ETF in Q4 2022 and has held it in 15 quarters since.
Onyx Bridge Wealth Group's Global X US Preferred ETF position peaked at $337K in Q4 2022.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.